HoneyBook vs Creatio

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Our analysts compared HoneyBook vs Creatio based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

HoneyBook is a software platform designed to help small businesses efficiently manage their client relationships. It offers a comprehensive suite of features, including customer relationship management (CRM), project management, invoicing, and payment processing, all conveniently accessible from both desktop and mobile devices. HoneyBook is particularly well-suited for service-based small businesses, such as photographers, event planners, and consultants, as it streamlines client interactions, project tracking, and invoicing processes.

HoneyBook's user-friendly interface, affordability, and extensive features contribute to its popularity. With plans starting at $11.20 per month (billed annually), HoneyBook provides a cost-effective solution for small businesses seeking to enhance their client management capabilities. HoneyBook's versatility extends beyond basic CRM functionalities, encompassing tools for proposal creation, online invoicing, contract management, and scheduling, making it an attractive option for businesses with recurring clients. While HoneyBook may not offer the same level of depth in pipeline management and reporting as some other CRM options, its comprehensive features and ease of use make it a compelling choice for small and solo business owners.

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Creatio is a versatile platform that combines CRM capabilities with powerful business process management tools. It helps businesses manage customer relationships, automate workflows and build custom apps without extensive coding knowledge.

Starting at $25 per user per month, Creatio stands out with its no-code development platform, allowing teams to create and modify business apps through an intuitive drag-and-drop interface. The system is great at handling complex sales processes, marketing campaigns and customer service operations.

The platform is particularly well-suited for mid-sized to large organizations that need more than just basic CRM functionality. The recently updated Freedom UI makes it more accessible for everyday users, though some technical expertise is helpful for more advanced customizations.

Users like Creatio for its flexibility and vast feature set, including reporting capabilities, lead management tools and customer service features. Some users have noted occasional performance issues, particularly with page load times. New users should be prepared for a learning curve due to the platform's extensive functionality.

To thoroughly analyze Creatio, I took a multi-faceted approach. First, I signed up for a free trial to test the platform hands-on and explored the mobile app to understand the user experience across devices. For real-world insights, I reached out to current Creatio users and read reviews on sites like Capterra. Further, I reviewed case studies and watched tutorials to learn and make the most out of the platform's capabilities. Finally, I utilized in-depth research from SelectHub's analysts, who extensively tested and evaluated Creatio.

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$11.20 Monthly
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$25/User, Monthly, Freemium
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Product Assistance

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Product Insights

  • Improved Productivity: Leverage automation to enhance productivity using custom workflows. Automate emails, tasks and other manual tasks to save time and resources. 
  • Streamlined Invoicing: Create invoices easily and quickly using templates or recently sent ones, fetch information, accept payments on a scheduled or recurring basis and automate discounts and tax calculations. 
  • Smooth Payments: Ensure safe and secure transactions by enabling clients to pay from any device, allowing auto-pay for the future and accepting payments through credit or debit cards and bank transfers. Send automatic payment reminders, receive direct deposits to funds, track payments, manage clients and transactions, and ensure steady cash flow through instant deposits, 24/7. 
  • Customized Workflows: Modify workflows to fit business needs by sending emails and files, creating tasks and getting reminders for due or to-approve tasks. Send stuff to clients either automatically or set for approval. Receive triggers based on client behaviors, dates and other criteria. 
  • Personalized Communications: Reach out to each client with individualized messages. Respond to queries automatically, follow up with marketing materials, link scheduling and questionnaires, and offboard clients with surveys, review requests or simple thank you messages. Access and view communications easily, and never miss out on inquiries or messages. 
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  • Ranked Best for Lead Management: With a score of 100 from our analysts, the platform lets you generate leads in multiple ways. You can manually enter details, import from Excel or let the system automatically create leads when contacts reach a high conversion score. The machine learning model automatically identifies promising leads when they reach a score of 80 or higher.
  • Create Custom Dashboards & Reports: Scoring a 100 from SelectHub’s analysts, Creatio lets you build custom reports that show exactly what your business needs to see, from sales metrics to customer insights. Your team can set up personalized homepages for different departments like sales, marketing and service, making sure everyone has quick access to their most important data.
  • Streamline Case Management: Handle customer support requests across multiple channels seamlessly. Customers can submit cases through the self-service portal, incoming support emails automatically create cases, and agents can create cases directly from phone calls or the Cases section, ensuring no customer request goes untracked.
  • Manage Documents Efficiently: Keep all your documents organized in one central location within the CRM platform. You can easily search for files using quick filters like dates and owners while maintaining different document versions to track changes over time.
  • Process Emails Automatically: Convert incoming emails into actionable leads without manual data entry. The system automatically creates new leads or updates existing ones when emails are forwarded to the parser while also adding new contacts from unknown senders and filling in their details.
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  • Online Contracts: Create secure online contracts from scratch or customize pre-built templates by adding legal language and brand-specific format and style. 
    •  Auto-fill contracts with locations, dates, names and more using smart fields. 
    •  Make it easy for clients to sign by highlighting where to sign and allowing all-device access. 
    •  Get legally binding e-signatures and initials on documents, trigger follow-up tasks and get real-time notifications once a client signs. 
  • Small Business Modules: Handles the unique needs of a small business or freelance operation. Customize the interface to incorporate branding. 
    • Invoice: Ensure easy and secure digital payments, access a bank of auto-saved items and create payment schedules and reminders. 
    • Scheduling: Share meeting links, get bookings and send reminders and confirmations. 
    • Proposals: Access contracts, invoices and payments from a single platform. Ensure a quick step-by-step booking process for clients. 
  • Integrations: Access seamless integrations with Gmail, Google Calendar, Zoom, Zapier and QuickBooks, along with any existing tools currently used. 
  • Automation: Automate the most frequently recurring processes and reuse them strategically. Create dynamic, customizable files while adding brand elements. Assign leads to specific staff based on their interest. 
  • Project Management: Organize invoices, contracts and other vital files in a central repository to ensure easy access for team members and clients. 
  • Mobile: Available on Android and iOS, ensures ease of access from anywhere, anytime. Mobile responsive designs provide user-friendly navigation. 
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  • Comprehensive Knowledge Base: Build an electronic library that stores all your important company documents, from FAQs to document templates and advertising materials. Your team can easily add files by dragging and dropping them into the system and even link specific articles to customer cases for quick problem-solving.
  • Mobile Access: Stay connected to your customer data through native iOS and Android apps. You can view and edit records, make calls directly from the app and even access customer information when you're offline.
  • Opportunity Management: You can track deals from initial interest to final closure, with automated opportunity creation from converted leads. The system fills in important details like contact information and product lists while also allowing the manual creation of opportunities when needed.
  • Product Management: Keep track of all your products and services in one central location, complete with photos, codes and pricing details. Creatio calculates total contract values when products are added to opportunities, making it easier to forecast potential revenue.
  • Sales Documentation: You can manage all your sales paperwork, from quotes to contracts and invoices, in one place and generate invoice numbers. The platform lets you track every document related to your sales deals, making it simple to keep everything organized.
  • Workflow Management: You can create multiple automated workflows using simple drag-and-drop tools without needing technical expertise. The CRM lets you set up specific rules that automatically respond to events or data changes, keeping your business processes running smoothly.
  • Caller Identification: Track and recognize phone numbers for both incoming and outgoing calls on mobile devices. When someone calls or is called, Creatio automatically displays their name if they're in your database. If a number is linked to multiple contacts, you'll see a clear list of all possible matches.
  • Self-Service Portal: Customers Give your customers control through a comprehensive self-service portal. They can search the knowledge base for answers, submit and monitor support cases, and maintain direct communication with your support team through the portal's feed feature.
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Product Ranking

#63

among all
CRM Software

#74

among all
CRM Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Creatio
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Account And Contact Management Communication Channels Dashboards And Reports Document Management Lead Management Mobile Capabilities Opportunity Management Partner Relationship Management Platform Capabilities Product Management Quotes, Orders, And Contracts Management Sales Performance Management Team Collaboration 98 85 100 97 100 79 74 100 87 98 92 77 83 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Excellent User Sentiment 556 reviews
Excellent User Sentiment 601 reviews
96%
of users recommend this product

HoneyBook has a 'excellent' User Satisfaction Rating of 96% when considering 556 user reviews from 2 recognized software review sites.

95%
of users recommend this product

Creatio has a 'excellent' User Satisfaction Rating of 95% when considering 601 user reviews from 5 recognized software review sites.

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4.8 (13)
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4.7 (269)
4.84 (529)
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4.8 (122)
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4.9 (123)
4.35 (27)
4.7 (74)

Awards

HoneyBook stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

SelectHub research analysts have evaluated Creatio and concluded it earns best-in-class honors for Lead Management and Partner Relationship Management. Creatio stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Lead Management Award
Partner Relationship Management Award

Synopsis of User Ratings and Reviews

Streamlined Client Onboarding: HoneyBook provides tools like online contracts and invoices, which can simplify the process of bringing on new clients and getting them set up to work with you.
Project Management Features: HoneyBook helps you stay organized by allowing you to manage projects, track tasks, and communicate with clients all in one place.
Payment Processing: HoneyBook allows you to accept payments from clients directly through the platform, which can save you time and hassle.
Automation Capabilities: HoneyBook offers automation features that can help you save time on repetitive tasks, such as sending follow-up emails or scheduling appointments.
Client Communication Tools: HoneyBook provides a centralized location for all client communication, making it easy to keep track of conversations and ensure that everyone is on the same page.
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Intuitive Design: The clean, intuitive interface makes daily tasks simple and helps users quickly find what they need.
Easy Customization: Creatio's drag-and-drop customization tools let you tailor the system to match your business needs without technical expertise.
Responsive Customer Support: The support team provides comprehensive assistance through multiple channels whenever you need help.
Low-Code Platform: Creatio Studio enables you to create custom workflows and apps without extensive programming knowledge.
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Limited Customization: Users express frustration with the platform's rigidity, particularly in areas like invoice customization and workflow automation. The available options often fall short of accommodating diverse business needs, leading to workarounds and inefficiencies.
Mobile App Shortcomings: The mobile app receives criticism for its limited functionality and clunky interface. Users find it cumbersome to perform tasks efficiently on mobile devices, hindering on-the-go productivity.
Learning Curve and Complexity: Navigating the platform's features and interface can be challenging for new users. The learning curve can be steep, requiring significant time investment to master the system effectively.
Customer Support Concerns: Some users report difficulties in obtaining timely and effective support from HoneyBook's customer service team. Delays in response and resolution times can impact user experience and business operations.
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Not Beginner-Friendly: The extensive feature set can overwhelm new users who might need extra time to learn and understand all available tools.
Performance Issues: Pages and functions can take longer to load compared to simpler CRM systems, which might slow down your work pace.
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Looking for the bee's knees of client management software? HoneyBook might just be the sweet spot for your small business needs. User reviews from the past year highlight its user-friendly interface as a major draw, making it a breeze for even tech novices to navigate the platform and get up and running quickly. HoneyBook also offers a comprehensive suite of features, including project management, invoicing, and contract creation, all bundled into one convenient package. This eliminates the need for juggling multiple software subscriptions, saving you time and money. Plus, HoneyBook plays well with others, integrating seamlessly with popular tools like QuickBooks and Google Calendar, further streamlining your workflow. However, no software is without its imperfections. Some users have noted that HoneyBook's reporting capabilities are somewhat limited, lacking the depth and customization options found in more robust CRM platforms like Salesforce. Additionally, while HoneyBook offers a range of templates for invoices, contracts, and proposals, the design customization options can feel restrictive for businesses with specific branding requirements. Despite these minor drawbacks, HoneyBook's ease of use, affordability, and comprehensive features make it a top contender for solopreneurs and small businesses, especially those in creative fields like photography, event planning, and design. HoneyBook's client-centric approach, with features like online booking, automated workflows, and integrated payments, allows you to focus on what you do best – serving your clients and growing your business – without getting bogged down in administrative tasks. So, if you're a small business owner looking for a user-friendly, all-in-one solution to manage your client relationships, HoneyBook is definitely worth considering. Just keep in mind that the software landscape is constantly evolving, so it's always a good idea to check for the latest updates and offerings before making a decision.

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After testing Creatio, I've discovered it's much more than just another CRM platform. It's an advanced Business Process Management (BPM) system with CRM capabilities baked in. The recent Freedom UI update has given it a modern, next-generation feel that makes it stand out. From a customization standpoint, I found the no-code tools surprisingly intuitive. I was able to learn how to customize the solution myself without constantly needing technical support, which was a huge plus. That said, for more complex applications, you'll still want an IT team on standby. Creatio Developer Pranshu Basak said: Evaluating Creatio as a whole, it stands out as more than just a CRM. Its pros are its best-in-class business process management capabilities and its extensive configuration options. Creatio offers detailed settings for design, actions, customization and user experience. However, one con is the steep learning curve, especially for developers, due to its depth of functionality and customization features. Also, it has very little to no UI options.” The system's flexibility is visible in how it handles business processes. I was impressed with the campaign features — even complex marketing campaigns were surprisingly manageable. The bi-weekly updates from the vendor kept things running smoothly, quickly addressing the few minor bugs I encountered along the way. However, I did face some challenges worth noting. Load times were occasionally frustrating, with some pages taking longer than expected. I also ran into some reliability issues with the scheduled emails feature, which sometimes failed to send as planned. These might not be deal-breakers for many, but they're worth keeping in mind. The platform's depth is a striking aspect. While everyday users might pick up the basic interface quickly, I found myself occasionally overwhelmed by the sheer number of features and customization options available. The tools are incredibly useful but potentially daunting if you're new to it. Creatio's commitment to user feedback is commendable. Their continuous platform improvements based on user suggestions show how they're serious about evolving with their customers' needs. The extensive third-party integration options were impressive, though I noticed most of them required additional providers to set up. In general, Creatio is a strong yet flexible platform that might be overkill for simple CRM needs but really shines when you need comprehensive business process management with CRM capabilities. While there's definitely a learning curve, the payoff in terms of functionality and customization options makes it worth considering for organizations ready to invest the time.

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